Wealth Harbor

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

433 Metairie Rd Ste 500, Metairie, Louis...

Phone Number

(877) 444-9544

Revenue

<$5 Million

Industry

Finance Securities Trading

About Wealth Harbor

WealthHarbor Capital Group offers personalized financial guidance and investment management services, focusing on portfolio management, retirement plans, and family office strategies. Their bespoke financial solutions are designed to navigate market complexities and secure multi-generational prosperity for sophisticated business owners. The firm emphasizes a rigorous, evidence-based approach to investment excellence, aligning institutional expertise with individual objectives. With a commitment to client-centric service, they aim to guide clients in defining their financial legacy and achieving enduring success.Explore more
Wealth Harbor's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wealth Harbor Org Chart

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Chief Investment Officer

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Partner

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Managing Partner, Investment Advisor, and Sen...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Harbor

<$5M
1-10
Private
-
2003
BC
Brian CurrieChief Investment Officer
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
1-10
Private
-
2020
JS
Jeffrey SmithFounder. Managing Partner. Private Wealth Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Wealth Harbor Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Wealth Harbor

What is Wealth Harbor's official website?
Wealth Harbor's official website is www.wealthharbor.com
What is Wealth Harbor's Revenue?
Wealth Harbor's revenue is <$5 Million
What is Wealth Harbor's SIC code?
Wealth Harbor's SIC: 62,628
What is Wealth Harbor's NAICS code?
Wealth Harbor's NAICS: 52,523
How many employees does Wealth Harbor have?
Wealth Harbor has 1-10 employees
What industry does Wealth Harbor belong to?
Wealth Harbor is in the industry of: Finance, Securities Trading
What is Wealth Harbor competition?
Wealth Harbor top competitors include: Wealth Advisory Services, Mcclure Wealth, OWL Private Wealth Advisors
What technology does Wealth Harbor use?
Some of the popular technologies that Wealth Harbor uses are: RackSpace Cloud DNS, Microsoft 365, Sectigo, The USERTRUST Network
How do I contact Wealth Harbor?
Wealth Harbor contact info: Phone number: (877) 444-9544 Website: www.wealthharbor.com
What does Wealth Harbor do?

WealthHarbor Capital Group offers personalized financial guidance and investment management services, focusing on portfolio management, retirement plans, and family office strategies. Their bespoke financial solutions are designed to navigate market complexities and secure multi-generational prosperity for sophisticated business owners. The firm em... phasizes a rigorous, evidence-based approach to investment excellence, aligning institutional expertise with individual objectives. With a commitment to client-centric service, they aim to guide clients in defining their financial legacy and achieving enduring success.Read More

What are Wealth Harbor social media links?
Wealth Harbor Linkedin page
Is Wealth Harbor a public company?
Wealth Harbor is private company therefore does not currently have an official ticker symbol
See more information about Wealth Harbor

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